Stanley Anthony Kosack

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Experience

10 years in the industry.

1. Raymond James Financial Services Advisors, Inc.Oct 2025 to now
2. Atlantic Union BankOct 2025 to now
3. Raymond James Financial Services, Inc.Oct 2025 to now
4. Nylife Securities LLCJul 2025 to Oct 2025
5. T3 Trading Group, LLCJun 2025 to Jul 2025
6. Kosack Capital, LLCMay 2024 to Jun 2025
7. Bank of America N.A.Dec 2022 to May 2024
8. Merrill Lynch, Pierce, Fenner & Smith Inc.Dec 2022 to May 2024
9. Allstate Financial Services, LLCOct 2022 to Nov 2022
10. Nylife Securities, LLCMay 2022 to Aug 2022
11. Keller Williams Realty CentreMar 2022 to Dec 2022
12. Kosack Capital, LLCJun 2021 to May 2022
13. UnemployedDec 2019 to Jun 2021
14. Kosack Capital, LLCOct 2019 to Dec 2019
15. UnemployedApr 2019 to Oct 2019
16. Ameriprise Financial Services, IncJan 2019 to Apr 2019
17. UnemployedAug 2018 to Jan 2019
18. Blu Collar Wealth Management LLCMay 2018 to Aug 2018
19. UnemployedDec 2017 to May 2018
20. Lombard Advisers IncorporatedMar 2017 to Nov 2017
21. Lombard Securities IncorporatedFeb 2017 to Nov 2017
22. LPL Financial LLCApr 2016 to Feb 2017

Exams passed

• Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MD).

Raymond James Financial Services Advisors, Inc

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

4087517

Firm CRD

149018